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Bowman Wealth Defense Services

Bowman Wealth Defense Services

Financial ServicesFlag of US1001 Lakeside Ave E, Suite 1650, United States1-10 Employees

Company overview

Headquarters1001 Lakeside Ave E, Suite 1650, Cleveland, Ohio 44114, US
Website
NAICS52
Keywords
Long Term Financial Planning, Estate And End Of Life Financial Planning, High Income Financial Planning, Non-Taxable Investment Strategies
Founded2024
Employees1-10

Key Contact at Bowman Wealth Defense Services

Flag of US

Nathan Bowman

Founder - Financial Consultant

About Bowman Wealth Defense Services

Bowman Wealth Defense Services offers a unique individualistic approach to high-networth, high-income, and generational wealth financial planning. By creating highly flexible and unique plans designed around each individual client’s needs we help you develop a strategy that will change with your goals and life. Your personalized plans can help you preserve your wealth, lower your taxable income by exploring tax efficient strategies, work with your estate attorney to ensure you have an optimal estate plan designed to consider all facets of your long term financial goals. Unlike many firms we maintain a smaller number of clients in order to ensure we can provide the highest level of attention, and quality of work when it comes to managing our client’s financial needs. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Bowman Wealth Defense Services is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 7798698. (4/25)(Exp.5/29)

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Bowman Wealth Defense Services revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Bowman Wealth Defense Services has never raised funding before.

Frequently asked questions

Bowman Wealth Defense Services is located in 1001 Lakeside Ave E, Suite 1650, US.
Bowman Wealth Defense Services was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Bowman Wealth Defense Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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